Fund Display — App 9.0.1

9.0.1 App Fund Display

9.0.1A Question: How do I cancel a fund order in the App?

Answer: In the App, navigate to "Assets - Funds - Transaction Records - Select Order - Cancel" (see images below).

9.0.1B Question: Why do listed private funds not display historical performance and unit net value?

Answer: Private funds do not have an automatic update mechanism. You must manually update the unit net value on the "Fund Management > Private Funds > Net Value Table" page (see Figure 9.0.1B-1); after updating, the historical records can be viewed in the App (see Figure 9.0.1B-2).

9.0.1C Question: How are private funds displayed in the App?

Answer: In "Fund Management > Private Funds > App-side List", click "Create" to add the desired private funds.

9.0.1E Question: How do I resubmit the risk assessment questionnaire?

Answer: You can modify it in the backend or in the App.

1. In the backend, go to "KYC > Risk Assessment Management" and click "Update Score" and "Update Documents" to modify the risk assessment level.

1. In the App, go to "Portfolio > More", tap "Risk Level", then tap "Retake" to modify the risk assessment.